LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$728K
3
+$528K
4
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$357K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$341K

Top Sells

1
+$2.5M
2
+$1.53M
3
+$809K
4
IAU icon
iShares Gold Trust
IAU
+$608K
5
VUG icon
Vanguard Growth ETF
VUG
+$373K

Sector Composition

1 Technology 3.18%
2 Financials 2.5%
3 Consumer Discretionary 2.35%
4 Energy 1.66%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.2K 0.03%
403
77
$33.9K 0.03%
280
78
$33.4K 0.03%
592
-599
79
$31.5K 0.03%
441
80
$31.4K 0.03%
139
81
$30.9K 0.03%
590
-290
82
$30.1K 0.03%
140
+27
83
$28.3K 0.02%
500
84
$28.1K 0.02%
91
85
$26K 0.02%
172
86
$25.7K 0.02%
230
87
$25.2K 0.02%
136
88
$24.9K 0.02%
175
89
$24.9K 0.02%
500
90
$24.4K 0.02%
53
+6
91
$24.3K 0.02%
92
92
$23.9K 0.02%
266
93
$23.7K 0.02%
100
94
$23.5K 0.02%
200
95
$22.2K 0.02%
186
96
$22.1K 0.02%
1,000
97
$21.7K 0.02%
756
98
$21.7K 0.02%
250
+60
99
$21.4K 0.02%
110
100
$21.1K 0.02%
191
2 3
4
5 6